Stewardship, Standard and Premium.

Annual assessment

Once a year we review the structure against the Blueprint and against your circumstances as they now are: family changes, moves, new holdings, new rules. The assessment is documented, and any drift is identified with a recommendation and, where work is needed, a quote.

Defined monitoring

We monitor a written list of obligations agreed at the start of each year. Typically:

• Filing, renewal and licence dates for each entity
• Timelock expiry dates and signer appointments in digital asset arrangements
• Trustee, protector and director appointments and their terms
• Regulatory and reporting changes in the jurisdictions your structure uses, such as CRS and CARF

Administrative coordination

We are the point where your trustees, registered agents, banks, accountants and other advisers meet. We keep the structure file current, so that nothing depends on any one person's memory.

Access

• Stewardship runs alongside Standing Counsel, which provides the named lawyer, the reply by the next business day and the written note after every call
• Out-of-scope work is quoted as a fixed fee in advance, or charged at USD 650 an hour

Reporting

The annual Stewardship Report: what was reviewed, what changed, what was monitored, the actions taken during the year and those recommended for the next.

See an example Stewardship Report

USD6,000a year, from

Scoped to the number of entities, jurisdictions and signers. Paid yearly in advance.

Not within Standard

• Changes to the structure itself, such as a new entity or a new jurisdiction, which are quoted separately
• Live-Fire testing, which is Premium
• The duties of your trustees, directors and other providers, which remain theirs

Scope of testing

At the start of each year we agree a written testing programme: which arrangements are tested, by which type of exercise, with whom and when. A typical programme has two exercises a year and a key-holder verification round every six months.

Exercises run under controlled conditions. Recovery is rehearsed on a test network or with nominal value, never with the full holding. Institutions are told in advance where the exercise requires it. We never hold, see or record a private key or seed phrase.

Your involvement

• You: the planning call for each exercise and, depending on the scenario, two to three hours on the day
• Key-holders and signers: typically 30 to 60 minutes per exercise
• Trustees and institutions: as the escalation test requires, arranged by us
• Incapacity simulations run with your prior written consent and a defined point at which the exercise stops

Reporting

Within ten business days of each exercise you receive a written exercise report: the objectives, the method, what happened at each step, findings graded as passed, passed with observations or failed, and a remediation plan with an owner and a deadline for each action.

See an example Live-Fire report

Remediation

• Minor remediation is within the fee: updating the continuity protocol, re-briefing a key-holder, correcting contact details, re-running a failed step
• Remediation that changes the structure or its instruments is quoted separately before it starts
• Every failed finding is re-tested, at the next exercise or sooner if it is critical

USD, indicative from18,000to 24,000a year

Individually priced by the number of exercises, key-holders and jurisdictions. Paid yearly in advance.

What testing can and cannot show

An exercise shows how an arrangement performed, under the conditions tested, on the day it was tested. It reduces uncertainty; it does not remove it. It is not a guarantee that assets will be accessible or that a structure will be effective in every future circumstance, because that also depends on people, institutions, courts and laws outside anyone's control. We say plainly in each report what was tested and what was not.